Tax-Advantaged
Investing
Our investing strategies provide tax-advantages that traditional money managers, family offices, CPAs, Tax and Trust Attorneys can't.
Diverse
Strategies
We have strategies that vary for different ranges of wealth, allowing us to optimize a plan for your portfolio that pays attention to every detail.
ILIT
Strategy
Never fund your ILIT with Whole Life. It may decrease taxes, but has far less coverage, increased loan/pay restrictions, and very low caps. Our #1 rated alternative nets much higher returns long-term. Switching mid-stream is easy and penalty free.
Pension-Like
Cash-Flow
We can create increasing cash-flow in retirement to compensate for inflation.
Death Tax
Strategies
WCSG can put you in a situation where you can avoid the need to sell off assets to pay for death taxes.
Uncapped
Gains
WCSG has products that give you leverage to receive uncapped gains when buy-ins the traditional way cost $25 million and up.
Client-Centric
Compensation
We often hear from our clients that they are charged a "flat rate" to give the allusion of working in your best interest, but in many cases they are financially incentivized to place your money in a PPIL. At WCSG your best interest is our best interest.Superior Whole
Life Alternatives
Whole life insurance vehicles can be expensive and have a low payout, but we have superior alternatives that we can trasfer without penalty using a 1035 exchange.
Wall Street
Pedigrees
Mark is the Former Head Security Trader of Wall Street's most successful hedge fund in history, Citadel. Applying his financial experience to your family's financial future will make a difference.
Zero Annual
Fees
We are committed to never charging expensive annual fees, to ensure that you maximize returns.
Encouraging
Diversified PPLI
Our clients realize quickly that we are not out to invest all of their money into just our products. Unlike professionals in other sectors that are financially incentivized, WCSG has your best interest in mind.
Custom Tailored
Plans
WCSG can help you carve our the best of certain products so your family is not put in the position to fell like they have to be "all in" and just eat the bad parts of the products.
